Friday, 20 July 2018

How are CFO’s automating invoice scanning processes?


Sage document management with automatic matching and closing of purchase orders.For many year CFO’s and many other Finance Professionals have been trying to automate invoice processing routines across Finance Departments but kept facing the problem of having to spend time on scanning large volumes of invoices, manually typing in the data and then send the invoices to be approved internally. A fastidious and time-consuming process that was blocking the increase in productivity levels across Finance Departments.

SO, WHAT CHANGED IN THE INVOICE SCANNING PROCESS?

Well, for Sage users the changes happened when Sage Developer, PaperLess Europe, introduced PaperLess Document Management software in the UK and Irish markets. PaperLess invoice scanning manages all the paperwork from scanning and adding electronic documents to automatically capture all relevant data with PaperLess OCR Software to processing the invoices in Sage.
PaperLess introduced the latest methodology Capture>Process>Archive to capture data at the start of the document workflow process so that all paper documents can be digitised and handled more efficiently online.
PaperLess invoice scanning with OCR software for Sage. The best way to speed-up invoice processing across finance departments.

HOW DOES PAPERLESS FOR SAGE WORK?

PaperLess document scanning digitises your paperwork as early as possible in your business processes saving time and money. Businesses can scan paper directly into PaperLess or drag and drop multiple file types from emails and your computer. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.
After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online.
Efficient document scanning software makes better workflow management. When businesses add a document to PaperLess, the document also has a unique number, which means your colleagues can easily locate a document at a later stage by entering this document’s unique number. Businesses can use the Scanning menu to add one or more documents at a time and control the scanner from PaperLess.
Not only document scanning software, PaperLess is also a piece of document storage software. PaperLess stores all your documents, both accounting and business documents, in separate folders in the PaperLess workspace so companies can keep their data secure.
PaperLess document scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. PaperLess handles multiple suppliers with multiple document formats, and also supports XML invoices. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.

HOW ARE THE DOCUMENTS STORED AND HOW CAN I RETRIEVE THEM?

The seamless integration between PaperLess Document Management and Sage means that when posting transactions PaperLess automatically links the documents directly to the relevant transactions in Sage. The documents can be retrieved by doing a lookup directly from within Sage meaning no more time wasted on archiving or looking for documents since they will be available directly from within your Sage accounting package.
Documents can also be viewed from within PaperLess accounting archive, this means that non-Sage users or employees working remotely can also easily access all documents they need.
Lookup of documents and the audit trail of the approval process directly from within Sage… Yes, with PaperLess Document Management you have access to the documents and to the complete audit trail of the approval process directly from within Sage. Know who approved what, on which dates and why certain changes were made by doing a simple look-up from within your Sage accounting package.

WILL I STILL NEED TO SPEND TIME ON HAVING MY INVOICES APPROVED?

The good news is that PaperLess provides you with a secure way to ensure that your purchase invoice approval for Sage can be monitored the way your organisation works. Once the approval process is finished you can make a final confirmation on the transactions and amend any accounting lines in the transaction voucher prior to posting into Sage.
There are many benefits to have invoice approval for Sage function in a PaperLess account management solution that also integrates with Sage. This means that any document which requires approval can be tracked through the approval process or even the entire work flow process. All purchase invoices can be managed and approved for Sage within the PaperLess workspace. More importantly, audit trail is clear for all users’ approvals.
Invoice scanning software for Sage Free Demo. Find out how to speed up your invoice processing routines with PaperLess for Sage.
What our clients say about PaperLess
Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Thursday, 19 July 2018

Automating Document Management Processes with OCR Software


Sage document management with automatic matching and closing of purchase orders.Automatic Invoice Recognition with documents and corresponding approval flow directly linked to Sage transactions are only some of the features Sage users have now access to in order to automate document management processes and invoice processing routines.
Seamless integrated with Sage 50c, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online, PaperLess has become the preferred choice of Sage users across UK and Ireland. In this two-minute video PaperLess in a Nutshell you can find how to fully automate your document management process while exploring the full potential of your Sage accounting package with: 
  • Automatic Invoice Recognition 
  • Automatic Invoice Approval Workflow 
  • Documents directly linked to transactions in Sage
  • Lookup of documents directly from Sage 
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
  • Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
  • Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
  • Eliminate the need to outsource data input services, saving money and the hassle it represents
  • Full Automation of all documents received via email with PaperLess Company Inbox
Document Management automation and faster invoice processing routines with PaperLess Document Management software for Sage 50 and Sage 200. The preferred choice of Sage users to automate invoice scanning processes and have all data automatically captured.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
What our clients say about PaperLess
Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Wednesday, 18 July 2018

Invoice Retrieval directly from within Sage introduced in UK and Ireland


Sage document management with automatic matching and closing of purchase orders.Imagine how it would be and how much time you will save if you could have all your documents directly linked to your Sage transactions and retrieve them by doing a simple lookup directly from Sage transaction lines. 
Now that is possible, with the seamless integration between PaperLess Document Management and Sage you can have all your documents organised and easily accessible by having them directly linked to the corresponding transactions in Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online.
PaperLess is a powerful Document Management solution created by Sage Developer, PaperLess Europe, that is allowing Sage users across UK and Ireland to automate their document management processes and invoice processing routines
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
Book your Free Online Demo and learn how to exploit the full potential of your accounting system with PaperLess, a powerful software solution that integrates seamlessly with your Sage accounting package:
  • How can you easily have all documents linked to Sage transactions and look them up directly from Sage.
  • How you can post transactions directly from PaperLess into Sage and automatically update numerous fields.
  • How you can have all your accounting and non-accounting documents digitally stored and organised, with secure online access to you, your employees and clients.
Document Management with OCR Software to automate invoice scanning solutions. Find out more about the preferred solution to automate document management processes and invoice processing routines.
Booking your Free Online Demo is Simple, Smart and Secure, just click here and send us an email so that we can schedule it accordingly to your best convenience. See now why PaperLess has been chosen to be present in more than 1700 sites across Europe and how we help our clients to save time and money, while increasing company's productivity and profitability.  
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.

… so much more than a simple Document Management Solution, with all the quality that only a Sage Developer can offer…

What our clients say about PaperLess
Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Friday, 13 July 2018

How's PaperLess helping Sage users to automate document management processes?


Sage document management with automatic matching and closing of purchase orders.PaperLess Document Management software is allowing Sage users to automate document management processed and invoice processing routines by automatically managing all your paperwork from scanning and adding electronic documents to processing them in your existing accounting applications. Being a Sage Developer, PaperLess is seamless integrated with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online, using the latest methodology Capture>Process>Archive to capture data at the start of the document workflow process so that all your paper documents can be digitised and handled more efficiently online.
PaperLess Document Management has become the preferred choice of Sage users because it digitises all the paperwork as early as possible in the business processes saving time and money. Businesses can scan paper directly into PaperLess or drag and drop multiple file types from emails and your computer. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
Efficient document management software makes better workflow management. When businesses add a document to PaperLess, the document also has a unique number, which means your colleagues can easily locate a document at a later stage by entering this document’s unique number. Businesses can use the Scanning menu to add one or more documents at a time and control the scanner from PaperLess. Any twain compatible standard scanner at 300 DPI will work with PaperLess.
Not only document scanning software, PaperLess is also a piece of document storage software. PaperLess stores all your documents, both accounting and business documents, in separate folders in the PaperLess workspace so companies can keep their data secure.
Document Management with Built-In OCR Software for Sage 50 and for Sage 200. The best way to automate invoice processing routines.

Getting data automatically captured… how does it work?

PaperLess document scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. PaperLess handles multiple suppliers with multiple document formats, and also supports XML invoices. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.
After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications. PaperLess integrates seamlessly with Sage 50 and Sage 200 and many other popular accounting applications. The synchronisation happens instantly in the background. There is no need for companies to give up their accounting applications in order to go paperless. Colleagues can view the accounting transactions stored in the Accounting Archive folder at a later stage.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
What our clients say about PaperLess
Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007